SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,295,447 | -7.8% | 32,708 | -2.0% | 0.50% | -7.1% |
| Q2 2023 | $2,489,370 | +1.1% | 33,383 | -0.8% | 0.54% | -0.6% |
| Q1 2023 | $2,463,078 | -3.9% | 33,667 | -0.8% | 0.54% | -5.9% |
| Q4 2022 | $2,563,601 | +9.4% | 33,937 | -3.8% | 0.57% | +2.1% |
| Q3 2022 | $2,344,000 | +3.2% | 35,286 | +11.3% | 0.56% | +11.3% |
| Q2 2022 | $2,271,000 | -6.7% | 31,701 | +2.7% | 0.50% | +8.6% |
| Q1 2022 | $2,435,000 | +13.8% | 30,871 | +16.6% | 0.46% | +22.4% |
| Q4 2021 | $2,140,000 | +22.3% | 26,481 | +12.4% | 0.38% | +14.5% |
| Q3 2021 | $1,750,000 | -3.9% | 23,566 | -2.2% | 0.33% | -4.0% |
| Q2 2021 | $1,821,000 | +3.3% | 24,086 | -0.4% | 0.35% | -3.9% |
| Q1 2021 | $1,762,000 | +17.3% | 24,176 | +3.2% | 0.36% | +12.9% |
| Q4 2020 | $1,502,000 | +20.1% | 23,419 | +3.5% | 0.32% | -11.9% |
| Q3 2020 | $1,251,000 | +0.2% | 22,619 | -6.3% | 0.36% | -7.9% |
| Q2 2020 | $1,249,000 | +33.0% | 24,134 | +15.6% | 0.39% | +12.0% |
| Q1 2020 | $939,000 | +96.0% | 20,875 | +152.6% | 0.35% | +154.3% |
| Q4 2019 | $479,000 | +81.4% | 8,265 | +71.7% | 0.14% | +72.5% |
| Q3 2019 | $264,000 | – | 4,815 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keystone Financial Planning, Inc. | 1,007,436 | $81,431,000 | 27.74% |
| Orgel Wealth Management, LLC | 3,063,799 | $247,647,000 | 23.91% |
| Kellett Wealth Advisors, LLC | 341,745 | $27,623,000 | 21.14% |
| WFA Asset Management Corp | 374,555 | $30,275,315 | 19.76% |
| HHM Wealth Advisors, LLC | 1,007,816 | $81,462,000 | 19.66% |
| Reitz Capital Advisors LLC | 338,201 | $25,574,000 | 18.04% |
| AllGen Financial Advisors, Inc. | 291,226 | $23,539,835 | 17.45% |
| Legacy Financial Strategies, LLC | 499,154 | $40,347,000 | 17.44% |
| McCarthy Asset Management, Inc. | 303,827 | $24,552,000 | 16.88% |
| Members Advisory Group LLC | 313,288 | $25,327,000 | 16.72% |